I am financial adviser that believes in developing a deep understanding of your personal needs to ensure that we have appropriate personalised strategies in place to build and protect wealth for you and your family.
Since 2008, I have developed and continue to help clients by building their wealth through pre-retirement planning and then implemented appropriate strategies to ensure can meet their retirement needs so they can enjoy life.
Over my career I have helped many different clients including small businesses providing them advice to build wealth, reduce debt, prepare for retirement, funding your retirement, Centrelink, Personal and Business Insurance.
In a world that that can be complex and constantly changing, I feel as an adviser my role is to be there for my clients to help coach, develop to be better aware about their financial situation and helping them make better informed educated financial decisions for now and in the future.
Rick has been a reliable, approachable and well informed financial planner who has advised me with continuing good humour and professionalism. I greatly value his expertise and knowledge and the manner in which he conducts our meetings and conversations. He is patient and calm when providing me with advice and does not make me feel ‘steam rolled’ into making decisions on the handling of my funds. He is certainly an asset to his new company.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma of Financial Planning
Infocus Securities Australia Pty Ltd8 Hensman Park Ct
Oxenford, QLD 4210
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd